Save Reports

papermuffins

As someone who uses reports to filter out specific criteria, it would like to be able to save those reports in Simplifi so I can quickly reference them. Bookmarking the reports isn't an option as you don't supply the query params in the URL.

Coach Natalie

Hello @papermuffins,

Thanks for posting your suggestion to the Community!

It sounds like you'd want to add your vote and feedback to our existing Idea post requesting Saved Reports:

https://community.simplifimoney.com/discussion/87/saved-reports-edited-13-merged-votes

We also have a request for Saved Filters:

https://community.simplifimoney.com/discussion/975/saved-filters-in-reports-and-registers-edited-2-merged-vote

I hope this helps!

-Coach Natalie